According to TheStreet's tech columnist, Eric Jhonsa, "Netflix guided in its Q2 report for 7 million Q3 paid streaming subscriber adds -- 6.2 million in international markets and 800,000 in the U.S. For seasonally big Q4, the consensus is for 8.04 million international and 1.44 million U.S. paid streaming adds."

"I think it's possible that Netflix addresses the impact of Disney's launching a Disney+...in the third quarter. But I think it's a little bit premature. It's gonna take some time for it to ramp up. So the impact of it will probably not be felt for a little while. I think they'll probably address it in a qualitative way and say, you know, as [Netflix CEO] Reed Hastings noted a couple of months ago that it's gonna be a whole new world when Disney and Apple and all these other competitors enter into the market. But I think it's gonna be a little bit premature now for them to address it in their actual forecast numbers," said Wang.